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Muhlenkamp & Co Inc Buys Broadcom Inc, Alerian MLP, Cigna Corp, Sells Apple Inc, Microsoft Corp, GasLog Partners LP

Wexford, PA, based Investment company Muhlenkamp & Co Inc buys Broadcom Inc, Alerian MLP, Cigna Corp, Westinghouse Air Brake Technologies Corp, Enterprise Products Partners LP, Morgan Stanley, sells Apple Inc, Microsoft Corp, GasLog Partners LP, Thor Industries Inc, Eldorado Gold Corp during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Muhlenkamp & Co Inc. As of 2019Q1, Muhlenkamp & Co Inc owns 33 stocks with a total value of $211 million. These are the details of the buys and sells.

For the details of Ronald Muhlenkamp's stock buys and sells, go to https://www.gurufocus.com/guru/ronald+muhlenkamp/current-portfolio/portfolio

These are the top 5 holdings of Ronald Muhlenkamp
  1. Microsoft Corp (MSFT) - 126,476 shares, 7.07% of the total portfolio. Shares reduced by 21.98%
  2. UnitedHealth Group Inc (UNH) - 50,474 shares, 5.91% of the total portfolio. Shares reduced by 13.31%
  3. Alliance Data Systems Corp (ADS) - 68,878 shares, 5.71% of the total portfolio. Shares reduced by 1.71%
  4. Apple Inc (AAPL) - 63,143 shares, 5.68% of the total portfolio. Shares reduced by 30.03%
  5. AutoZone Inc (AZO) - 10,570 shares, 5.13% of the total portfolio. Shares reduced by 1.89%
New Purchase: Broadcom Inc (AVGO)

Muhlenkamp & Co Inc initiated holding in Broadcom Inc. The purchase prices were between $230.96 and $300.71, with an estimated average price of $270.85. The stock is now traded at around $261.50. The impact to a portfolio due to this purchase was 3.81%. The holding were 26,747 shares as of .

New Purchase: Cigna Corp (CI)

Muhlenkamp & Co Inc initiated holding in Cigna Corp. The purchase prices were between $159.69 and $199.81, with an estimated average price of $183.17. The stock is now traded at around $151.56. The impact to a portfolio due to this purchase was 2.33%. The holding were 30,600 shares as of .

New Purchase: Westinghouse Air Brake Technologies Corp (WAB)

Muhlenkamp & Co Inc initiated holding in Westinghouse Air Brake Technologies Corp. The purchase prices were between $67.3 and $78.06, with an estimated average price of $72.15. The stock is now traded at around $62.92. The impact to a portfolio due to this purchase was 1.84%. The holding were 52,695 shares as of .

New Purchase: Enterprise Products Partners LP (EPD)

Muhlenkamp & Co Inc initiated holding in Enterprise Products Partners LP. The purchase prices were between $24.59 and $29.3, with an estimated average price of $27.88. The stock is now traded at around $28.08. The impact to a portfolio due to this purchase was 0.35%. The holding were 25,184 shares as of .

New Purchase: Morgan Stanley (MS)

Muhlenkamp & Co Inc initiated holding in Morgan Stanley. The purchase prices were between $39.65 and $44.49, with an estimated average price of $42.07. The stock is now traded at around $42.48. The impact to a portfolio due to this purchase was 0.22%. The holding were 10,805 shares as of .

Added: Alerian MLP (AMLP)

Muhlenkamp & Co Inc added to a holding in Alerian MLP by 333.09%. The purchase prices were between $8.54 and $10, with an estimated average price of $9.52. The stock is now traded at around $9.77. The impact to a portfolio due to this purchase was 2.86%. The holding were 783,753 shares as of .

Sold Out: GasLog Partners LP (GLOP)

Muhlenkamp & Co Inc sold out a holding in GasLog Partners LP. The sale prices were between $19.8 and $23.15, with an estimated average price of $22.04.

Sold Out: Thor Industries Inc (THO)

Muhlenkamp & Co Inc sold out a holding in Thor Industries Inc. The sale prices were between $51.16 and $69.9, with an estimated average price of $63.29.

Sold Out: Eldorado Gold Corp (EGO)

Muhlenkamp & Co Inc sold out a holding in Eldorado Gold Corp. The sale prices were between $2.64 and $5.03, with an estimated average price of $3.86.

Reduced: Apple Inc (AAPL)

Muhlenkamp & Co Inc reduced to a holding in Apple Inc by 30.03%. The sale prices were between $142.19 and $195.09, with an estimated average price of $169.29. The stock is now traded at around $179.00. The impact to a portfolio due to this sale was -2.62%. Muhlenkamp & Co Inc still held 63,143 shares as of .

Reduced: Microsoft Corp (MSFT)

Muhlenkamp & Co Inc reduced to a holding in Microsoft Corp by 21.98%. The sale prices were between $97.4 and $120.22, with an estimated average price of $108.95. The stock is now traded at around $124.76. The impact to a portfolio due to this sale was -1.74%. Muhlenkamp & Co Inc still held 126,476 shares as of .



Here is the complete portfolio of Ronald Muhlenkamp. Also check out:

1. Ronald Muhlenkamp's Undervalued Stocks
2. Ronald Muhlenkamp's Top Growth Companies, and
3. Ronald Muhlenkamp's High Yield stocks
4. Stocks that Ronald Muhlenkamp keeps buying

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